Alexia S. Assaf

Alexia Assaf serves as a financial advisor in Savant’s Westwood, Massachusetts, office, where she helps individuals and families navigate their financial lives with clarity and confidence. As a CERTIFIED FINANCIAL PLANNER® professional, she is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Alexia grew up in Windham, New Hampshire, as the eldest of two children in a multilingual, first-generation immigrant household. Fluent in Arabic, French, and Spanish, she holds dual citizenship in France and the United States and spent her summers living in Europe with her family. Early work in her parents’ gas and retail businesses introduced her to bookkeeping, taxes, and new‑venture operations, inspiring her interest in financial planning.

She earned a bachelor’s degree in finance, a minor in law, and a concentration in financial planning from Bentley University in Waltham, Massachusetts. She also completed a master’s degree in finance through Bentley’s Advanced Standing in Finance program. She participated in the Bentley Women’s Leadership Program, a competitive initiative designed to help women develop strong self-advocacy and leadership skills.

During her junior year, Alexia interned with Heritage Financial and joined the firm full-time as a paraplanner after graduation. She eventually became a wealth advisor at Heritage until it joined Savant in 2026.

Alexia resides in Woburn, Massachusetts, with her fiancé and their Maltipoo, Emmie, and is looking forward to their wedding in May 2026. Outside of work, she enjoys baking, attending workout classes, and creating charcuterie boards at home. She also values spending time with friends and family, exploring new restaurants, and traveling internationally.